New Articles

  1. 2024 Q2

    April 1 - June 30 GiveSmart Events New Feature Campaign Site Settings:  within the org hub, admins can generate a report to review campaign settings across all campaigns within the organization. C ampaign Item Stats Report : within the...
  2. Frequently Asked Questions (FAQ)

    General Q: What is a donor CRM and why is it important? A: Donor CRM (or Donor Management System) is a relationship database that helps a user manage their donors, prospective donors, volunteers, and other supporters by keeping track of donat...
  3. Tribute Gifts

    Create in honor or in memory gifts within GiveSmart Donor CRM.  Create a Tribute Gift in Donor CRM From the left navigation select Gifts > Add a New Gift Enter donor information and proceed to the 2nd section of the gift entry pro...
  4. Technical Support Services

    Customer Support Normal business hours are: Monday through Friday 7:00 am to 4:00pm Pacific Time. Email: givesmart-help@communitybrands.com GiveSmart Donor CRM Help Center Find technical guides and training videos in the GiveSmart Donor ...
  5. Smart Donor Score vs DonorSearch

    Watch this video to learn the difference between the Smart Donor Score and DonorSearch results. ...
  6. Send Year End Letters

    It's the end of the calendar year, your fiscal year, or both, and it is time to send year end thank you notes to all your supporters for the year. While you can send regular Thank You notes using the Send Gift Thank Yous as outlined here , we hav...
  7. Run a Solicitation Analysis

    Watch this video to learn how to run a solicitation analysis in your GiveSmart Donor CRM account. ...
  8. Quick vs Advanced Filters

    Quick and advanced filters are available when viewing the Gift and Contact listings.   Quick Filters:  allow you to quickly search based on basic information such as dates, name, address, or tags Advanced Filters: are set up by selecting...
  9. Quick Reports

    Within GiveSmart Donor CRM we have created quick report options to assist you in getting the information you need quickly.  To locate the report options, from the left navigation select Reports .  At the top of the Reports page, notice there are ...
  10. Pledges

    Add a New Pledge A pledge is a financial contract between a donor and charity/organization that the donor promises to make payment on in the future.   Select Pledges section on the left navigation bar   Click on Add a new Pled...